How does the advisor help clients – Key Takeaways:
VON HOLT FINANCIAL ADVISORS, INC. provides expert financial advice to individuals, families, and businesses. Using their knowledge and experience, they help clients achieve their financial goals and manage their wealth. Some key takeaways about their services include:
- Offering personalized financial solutions tailored to each client’s unique needs and goals
- Providing comprehensive financial planning services, including retirement planning, investment management, tax planning, and more
- Using a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life
- Putting the client’s best interests first and maintaining a fiduciary duty
Facts and Insights
VON HOLT FINANCIAL ADVISORS, INC. has been in the financial services industry for over 20 years, helping clients navigate the ever-changing financial landscape. As of 2021, they manage over $500 million in assets and have a team of 10 experienced advisors. Some insights about the company include:
- They have a diverse client base, ranging from individuals to corporations to non-profit organizations
- Their advisors have an average of 15 years of experience in the financial services industry
- They prioritize communication and transparency with clients, ensuring they are always informed about their financial situation
- The company stays up-to-date with the latest financial trends and technologies to best serve their clients
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $100 million | 2 |
| 2008 | $200 million | 5 |
| 2021 | $500 million | 10 |
Financial Services Offered
VON HOLT FINANCIAL ADVISORS, INC. offers a range of financial services to help clients achieve their goals and secure their financial future. Some of the services offered include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance analysis
- Education planning
- Business succession planning
Client Types
The company serves a diverse client base, including:
- Individuals and families
- Business owners
- Corporate executives
- Non-profit organizations
- High net worth individuals
Fees & Compensation
VON HOLT FINANCIAL ADVISORS, INC. charges a percentage of assets under management as their fee, which is typically in line with industry standards. Their compensation is not tied to specific products or investments, ensuring that their recommendations are made with the client’s best interests in mind.
Background
VON HOLT FINANCIAL ADVISORS, INC. was founded in 1998 by John Von Holt, a seasoned financial advisor with over 25 years of experience in the industry. The company’s mission is to provide comprehensive, personalized financial guidance to their clients and help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, VON HOLT FINANCIAL ADVISORS, INC. is required to adhere to certain disclosures to ensure transparency and maintain their fiduciary duty to clients. Some important disclosures to know include:
- They are regulated by the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in the best interests of their clients